<Insert Picture Here>Improve ROI and Lower Costs by Mastering PeopleSoft UpgradeTools and ResourcesVictoria ClevenPrincipa...
The following is intended to outline our generalproduct direction. It is intended for informationpurposes only, and may no...
Agenda•  Upgrade Tools•  Upgrade Resources•  Q & A
Agenda•  Upgrade Tools•  Upgrade Resources•  Q & A
High Level Upgrade ProjectUpgrade Phases                             Execute                  Plan       Evaluate
Agenda•  Upgrade Resources•  Upgrade Tools•  Q & A
PeopleToolsUpgrade Tools                                                        Execute                                   ...
PeopleToolsUpgrade Tools                                                        Execute                                   ...
Upgrade Tools  Oracle Configuration Manager•  What is it?   •  Configuration collector – includes all layers       •  Capt...
Upgrade Tools PeopleSoft Upgrade 9.1/8.50•  Upgrade performance improvements  •  Reducing system downtime      •  Upgrade ...
Upgrade Tools PeopleSoft Test Framework – PeopleTools 8.51•  Change is risky and expensive  •  System testing is time cons...
Upgrade ToolsPeopleSoft Test Framework – PeopleTools 8.51 The complete process                1. Run usage              3....
Upgrade Tools             PeopleSoft Test Framework – PeopleTools 8.51         •  PeopleSoft application testing - “Record...
Upgrade Tools PeopleSoft Test Framework – PeopleTools 8.51•  Test case development  •  Easy process for recording test cas...
Upgrade Tools PeopleSoft Test Framework – PeopleTools 8.51•  Test case maintenance  •  Straightforward tool to add, edit, ...
Upgrade Tools PeopleSoft Test Framework – PeopleTools 8.51•  Test case results  •  Simple UI for reviewing test case results
Upgrade Tools Enterprise Manager – PeopleSoft Management Pack•  Centralize and simplify system   management   •  Proactive...
High Level Upgrade ProjectUpgrade Phases and Tasks                                                                Execute ...
Learn More     PeopleSoft Information Development ResourcesHosted & Mobile PeopleBooks - PeopleTools PeopleBooks are avail...
Learn More      PeopleSoft Information Development Resources    Cumulative Feature Overview (CFO)- Providing     concise d...
Cumulative Feature Overview Tool                      Available On                                   •  Configurable Tool ...
Upgrade Resource Report Tool                       Available On                                   •  Configurable Tool    ...
PeopleSoft Upgrade Home Pages on MOS                                 Available On•  The Install and Upgrade documentation ...
Achieve Quality Results with Oracle Consulting    PeopleSoft HRMS Upgrade Services SERVICE            DESCRIPTION         ...
Q 	 	&	   A
JD Edwards & Peoplesoft 3 _ Victoria Cleven _ Improving ROI and lower costs by mastering PeopleSoft and upgrade tools and ...
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JD Edwards & Peoplesoft 3 _ Victoria Cleven _ Improving ROI and lower costs by mastering PeopleSoft and upgrade tools and resources.pdf

  1. 1. <Insert Picture Here>Improve ROI and Lower Costs by Mastering PeopleSoft UpgradeTools and ResourcesVictoria ClevenPrincipal HCM Business Solutions Consultant
  2. 2. The following is intended to outline our generalproduct direction. It is intended for informationpurposes only, and may not be incorporated into anycontract. It is not a commitment to deliver anymaterial, code, or functionality, and should not berelied upon in making purchasing decisions.The development, release, and timing of anyfeatures or functionality described for Oracle’sproducts remains at the sole discretion of Oracle.
  3. 3. Agenda•  Upgrade Tools•  Upgrade Resources•  Q & A
  4. 4. Agenda•  Upgrade Tools•  Upgrade Resources•  Q & A
  5. 5. High Level Upgrade ProjectUpgrade Phases Execute Plan Evaluate
  6. 6. Agenda•  Upgrade Resources•  Upgrade Tools•  Q & A
  7. 7. PeopleToolsUpgrade Tools Execute •  Performance Improvements •  Impact analysis tools Plan •  PeopleSoft Test Framework •  Compare Reports •  Usage Monitor •  Change Impact •  Compare Report Analyzer •  Change Assistant •  Composite compare •  Enterprise Manager Evaluate •  Visual compare and •  PSFT application •  My Oracle merge management pack Support •  Oracle Configuration resources Manager •  User Productive Kits (UPK)
  8. 8. PeopleToolsUpgrade Tools Execute •  Performance improvements •  Impact analysis tools Plan •  PeopleSoft Test Framework •  Compare Reports •  Usage Monitor •  Change Impact •  Compare Report Analyzer •  Change Assistant •  Composite compare •  Enterprise Manager Evaluate •  Visual compare and •  PSFT Application •  My Oracle merge Management Pack Support •  Oracle Configuration resources Manager •  User Productive Kits (UPK)
  9. 9. Upgrade Tools Oracle Configuration Manager•  What is it? •  Configuration collector – includes all layers •  Capture customer configuration information to provide more efficient customer service •  Included within PeopleTools 8.50 install process•  Why? •  Faster problem resolution •  Preventive support advice •  Improved system stability•  Health Checks •  Check common issues and recommend corrective actions •  Visible in My Oracle Support•  Priority Handling •  SRs logged against configurations are handled first!
  10. 10. Upgrade Tools PeopleSoft Upgrade 9.1/8.50•  Upgrade performance improvements •  Reducing system downtime •  Upgrade Data Conversion Analyzer •  Upgrade Data Conversion Runtime Change PSFT Assistant Application
  11. 11. Upgrade Tools PeopleSoft Test Framework – PeopleTools 8.51•  Change is risky and expensive •  System testing is time consuming and costly •  Accurate Impact information is difficult gather•  Change in inevitable •  Upgrades •  Maintenance •  Enhancements
  12. 12. Upgrade ToolsPeopleSoft Test Framework – PeopleTools 8.51 The complete process 1. Run usage 3. Upgrade monitor PS APPS 5. Impact Analysis 2. Create PTF test cases 4. Run the compare report • Test cases for each business process with data written to tables • System usage • Changed objects • Why PeopleSoft Test Framework? • Reduce fear and uncertainty of change • Understand scope of upgrade • Reduce time, complexity and cost of system testing
  13. 13. Upgrade Tools PeopleSoft Test Framework – PeopleTools 8.51 •  PeopleSoft application testing - “Record and Playback” •  Integrated with PeopleTools •  Integrated with lifecycle management, upgrades and change management •  Tests and test cases are PeopleTools managed objects •  Stores references to all records, fields, pages, menus, components used in a test in the database •  Provides impact analysisOracle Proprietary and Confidential
  14. 14. Upgrade Tools PeopleSoft Test Framework – PeopleTools 8.51•  Test case development •  Easy process for recording test cases Record Toolbar
  15. 15. Upgrade Tools PeopleSoft Test Framework – PeopleTools 8.51•  Test case maintenance •  Straightforward tool to add, edit, delete and debug test cases •  Integrated with PeopleTools managed objects
  16. 16. Upgrade Tools PeopleSoft Test Framework – PeopleTools 8.51•  Test case results •  Simple UI for reviewing test case results
  17. 17. Upgrade Tools Enterprise Manager – PeopleSoft Management Pack•  Centralize and simplify system management •  Proactive system monitor and management •  Lower your total cost of ownership (TCO) •  Leverage best of breed Oracle management technology
  18. 18. High Level Upgrade ProjectUpgrade Phases and Tasks Execute •  System Testing •  Development Plan •  Move to production •  Upgrade Homepages •  System requirements •  Prebuilt PSFT UPK content •  Change Management •  URR Tool Evaluate •  Business Processes, Integration Points, and •  Analyze new features Entity Relationships •  Product documentation and release content •  CFO Tool
  19. 19. Learn More PeopleSoft Information Development ResourcesHosted & Mobile PeopleBooks - PeopleTools PeopleBooks are available in three formats: Hosted PeopleBooks, PDF’s, and Amazon’s Kindle format. All can be accessed here:http://www.oracle.com/technetwork/documentation/psftent-090284.html Doc Home Pages – constantly updated direct links to PeopleBooks, PeopleBook Updates, Release Notes, Installation and Upgrade Guides, and other useful product documentation, all accessible from one My Oracle Support location. PeopleTools 8.51 Documentation Home Page [ID 1127534.1] https://support.oracle.com/CSP/main/article? cmd=show&type=NOT&id=1127534.1Information Portal - locate the documentation, training, and other info needed to help with your implementation process. Customers searching for this information should make this their first online destination. http://www.oracle.com/us/products/applications/054275.html
  20. 20. Learn More PeopleSoft Information Development Resources Cumulative Feature Overview (CFO)- Providing concise descriptions of new and enhanced solutions and functionality that have become available starting with the 8.4 release through our latest 8.51 release. https://support.oracle.com/CSP/main/article? cmd=show&type=NOT&doctype=SYSTEMDOC&id=793143.1 Upgrade Resource Report Tools - helps you find all the documentation, scripts, and files you need for your upgrade project. https://support.oracle.com/CSP/main/article? cmd=show&type=NOT&doctype=SYSTEMDOC&id=1117047.1Follow us on PeopleSoft_Info
  21. 21. Cumulative Feature Overview Tool Available On •  Configurable Tool Select Your –  Select Your Products Specific Products –  Select Your To/From Release •  Available on My Oracle Support (MetaLink3) •  For Each Product Family –  HCM (Doc ID 793135.1) Define Your To/From –  FMS/ESA/ALM (Doc ID 793151.1) Release –  SCM/SRM (Doc ID 793155.1) Comparison –  CRM (Doc ID 793147.1) –  EPM (Doc ID 793148.1) –  PeopleTools (Doc ID 793143.1) –  Portal Solutions (Doc ID 793160.1)
  22. 22. Upgrade Resource Report Tool Available On •  Configurable Tool –  Select Your Upgrade Path –  Run report for a listing of upgrade resources that are specific to the upgrade path. –  The list contains links to the actual upgrade content. •  Available on My Oracle Select Your Upgrade Path Support •  For Each Product Family
  23. 23. PeopleSoft Upgrade Home Pages on MOS Available On•  The Install and Upgrade documentation team creates a My Oracle Support (MOS) page for each upgrade path per product line. This page serves as an upgrade homepage for that specific upgrade path. •  These homepages include the Upgrade Files including the Getting Started Guide, Change Assistant User Guide (link), upgrade instructions, Demo to Demo Compare Reports, and upgrade code files.•  The Install/Upgrade Information Development team also posts installation documentation, hardware/software requirements documentation, and certification information on a separate Install & Hardware/Software MOS pages
  24. 24. Achieve Quality Results with Oracle Consulting PeopleSoft HRMS Upgrade Services SERVICE DESCRIPTION ESTIMATED OPTIONS EFFORT Discovery • Introductory meeting to establish next steps 1-2 days • Understand if customer is considering a technical upgrade or introducing process improvement through adoption of new PeopleSoft HRMS functionality • Discovery questionnaire Business Case • Assist customer to understand what business benefits are achievable from an upgrade 3-5 days •  Assist customer to develop a business case for internal justification for an upgrade effort Configuration • Provide professional assistance to 2-3 weeks Health Check • review current Core HR configuration, • configuration readiness for a multi-country rollout and employee footprint expansion • Review technical architecture towards adopting latest technology Regional • Provide advisory assistance with understanding the technological challenges when moving to a HR Shared 3-4 weeks Deployment Services model Readiness •  Assist customer to develop a roadmap and task list for reconfiguration of PeopleSoft HRMS in preparation for adopting Shared Services • Assist customer to develop a HR Shared Services HR Systems operation model Talent • Assist customer to understand latest PeopleSoft Talent Management offerings 3-5 weeks Management •  Work with customer to identify touch points between internalT alent Management initiatives with PeopleSoft Readiness Talent Management functionality •  Provide advisory assistance to evolve the customer’s Talent Management framework based on PeopleSoft HRMS Talent Management best practices Deliver Upgrade • Develop detailed scope, plan, resources and timeline for the upgrade, including recommended approach 8-12 weeks Project • Conduct workshops for each major business process area with key customer stakeholders to identify areas for improvement and identifying new PeopleSoft HRMS modules and features •  Recommendations for business process improvement and opportunities to introduce new functionality/ application modules • Assist customer to identify CEMLI’s to be retired/ replaced. Assess complexity and work effort to upgrade CEMLI’s to be retainedOur respective country Oracle Consulting representatives will provide advice on which services are best suited to your needs
  25. 25. Q & A

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